Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	565,295	$77.29M	8.9%	—	—	COM	30231G102
VLO	VALERO ENERGY CORP	124,319	$32.38M	3.7%	—	—	COM	91913Y100
TS	TENARIS S A	368,588	$20.45M	2.4%	—	—	SPONSORED ADS	88031M109
VNOM	VIPER ENERGY INC	334,100	$14.17M	1.6%	—	—	CL A	64361Q101
IMO	IMPERIAL OIL LTD	119,300	$13.36M	1.5%	—	—	COM NEW	453038408
FLEX	FLEX LTD	72,900	$11.81M	1.4%	—	—	ORD	Y2573F102
WFRD	WEATHERFORD INTL PLC	132,700	$10.82M	1.2%	—	—	ORD SHS	G48833118
AM	ANTERO MIDSTREAM CORP	467,598	$10.64M	1.2%	—	—	COM	03676B102
PBF	PBF ENERGY INC	200,529	$9.128M	1.0%	—	—	CL A	69318G106
BKR	BAKER HUGHES COMPANY	138,200	$7.67M	0.9%	—	—	CL A	05722G100
DAR	DARLING INGREDIENTS INC	113,800	$6.216M	0.7%	—	—	COM	237266101
TPL	TEXAS PACIFIC LAND CORPORATI	11,200	$4.902M	0.6%	—	—	COM	88262P102
SM	SM ENERGY COMPANY	182,900	$4.774M	0.5%	—	—	COM	78454L100
ITT	ITT INC	20,200	$3.995M	0.5%	—	—	COM	45073V108
NOG	NORTHERN OIL & GAS INC	210,200	$3.815M	0.4%	—	—	COM	665531307
ETN	EATON CORP PLC	6,700	$2.855M	0.3%	—	—	SHS	G29183103
EROC	EROCK INC	176,100	$2.553M	0.3%	—	—	CL A COM	296013105
CCJ	CAMECO CORP	21,200	$2.159M	0.2%	—	—	COM	13321L108
SOC	SABLE OFFSHORE CORP	457,919	$1.41M	0.2%	—	—	COM SHS	78574H104

Increased Positions (25)

DVN DEVON ENERGY CORP NEW 8.3%

Value $72.3M (+39.1%) Shares 1,749,854 (+69.4%) Est. Cost — Unrealized —

PR PERMIAN RESOURCES CORP 7.0%

Value $60.55M (+28.8%) Shares 3,289,106 (+49.2%) Est. Cost — Unrealized —

LNG CHENIERE ENERGY INC 2.2%

Value $19.44M (+165.7%) Shares 81,344 (+215.4%) Est. Cost — Unrealized —

APH AMPHENOL CORP 1.7%

Value $15.22M (+339.6%) Shares 86,310 (+215.0%) Est. Cost — Unrealized —

TECK TECK RESOURCES LTD 2.3%

Value $20.37M (+126.4%) Shares 342,632 (+97.0%) Est. Cost — Unrealized —

MTZ MASTEC INC 2.4%

Value $21M (+78.8%) Shares 50,469 (+38.3%) Est. Cost — Unrealized —

ENPH ENPHASE ENERGY INC 1.2%

Value $10.86M (+264.9%) Shares 220,508 (+180.2%) Est. Cost — Unrealized —

FIX COMFORT SYS USA INC 1.0%

Value $8.709M (+601.7%) Shares 4,394 (+388.2%) Est. Cost — Unrealized —

PDS PRECISION DRILLING CORP 1.0%

Value $8.693M (+363.1%) Shares 113,178 (+493.2%) Est. Cost — Unrealized —

ALB ALBEMARLE CORP 1.3%

Value $11.25M (+89.9%) Shares 83,342 (+152.4%) Est. Cost — Unrealized —

DK DELEK US HLDGS INC NEW 2.1%

Value $18.46M (+30.4%) Shares 363,287 (+15.7%) Est. Cost — Unrealized —

USAR USA RARE EARTH INC 0.6%

Value $5.404M (+327.6%) Shares 250,414 (+199.9%) Est. Cost — Unrealized —

MOD MODINE MFG CO 1.2%

Value $10.45M (+64.0%) Shares 39,144 (+33.1%) Est. Cost — Unrealized —

PRIM PRIMORIS SVCS CORP 1.1%

Value $9.282M (+74.0%) Shares 93,640 (+151.0%) Est. Cost — Unrealized —

NXT NEXTPOWER INC 0.6%

Value $5.166M (+222.2%) Shares 43,359 (+226.0%) Est. Cost — Unrealized —

TDW TIDEWATER INC NEW 0.5%

Value $4.121M (+635.1%) Shares 61,850 (+821.8%) Est. Cost — Unrealized —

PH PARKER-HANNIFIN CORP 0.5%

Value $4.365M (+204.8%) Shares 4,463 (+178.9%) Est. Cost — Unrealized —

LEU CENTRUS ENERGY CORP 0.4%

Value $3.495M (+146.5%) Shares 20,821 (+154.9%) Est. Cost — Unrealized —

CRC CALIFORNIA RES CORP 1.3%

Value $11.55M (-11.6%) Shares 218,438 (+15.8%) Est. Cost — Unrealized —

FLR FLUOR CORP 0.8%

Value $6.937M (+26.1%) Shares 132,415 (+12.3%) Est. Cost — Unrealized —

CARR CARRIER GLOBAL CORPORATION 0.5%

Value $4.423M (+42.8%) Shares 60,300 (+9.6%) Est. Cost — Unrealized —

TTI TETRA TECHNOLOGIES INC DEL 0.2%

Value $1.81M (+37.4%) Shares 159,766 (+3.3%) Est. Cost — Unrealized —

OVV OVINTIV INC 4.3%

Value $37.72M (-0.1%) Shares 716,400 (+12.6%) Est. Cost — Unrealized —

NPWR NET POWER INC 0.0%

Value $183K (+13.8%) Shares 109,651 (+6.3%) Est. Cost — Unrealized —

BKV BKV CORP 0.1%

Value $1.135M (+1.6%) Shares 41,500 (+5.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DVN	DEVON ENERGY CORP NEW	1,749,854 (+69.4%)	$72.3M (+39.1%)	8.3%	—	—	COM	25179M103
PR	PERMIAN RESOURCES CORP	3,289,106 (+49.2%)	$60.55M (+28.8%)	7.0%	—	—	CLASS A COM	71424F105
LNG	CHENIERE ENERGY INC	81,344 (+215.4%)	$19.44M (+165.7%)	2.2%	—	—	COM NEW	16411R208
APH	AMPHENOL CORP	86,310 (+215.0%)	$15.22M (+339.6%)	1.7%	—	—	CL A	032095101
TECK	TECK RESOURCES LTD	342,632 (+97.0%)	$20.37M (+126.4%)	2.3%	—	—	CL B	878742204
MTZ	MASTEC INC	50,469 (+38.3%)	$21M (+78.8%)	2.4%	—	—	COM	576323109
ENPH	ENPHASE ENERGY INC	220,508 (+180.2%)	$10.86M (+264.9%)	1.2%	—	—	COM	29355A107
FIX	COMFORT SYS USA INC	4,394 (+388.2%)	$8.709M (+601.7%)	1.0%	—	—	COM	199908104
PDS	PRECISION DRILLING CORP	113,178 (+493.2%)	$8.693M (+363.1%)	1.0%	—	—	COM NEW	74022D407
ALB	ALBEMARLE CORP	83,342 (+152.4%)	$11.25M (+89.9%)	1.3%	—	—	COM	012653101
DK	DELEK US HLDGS INC NEW	363,287 (+15.7%)	$18.46M (+30.4%)	2.1%	—	—	COM	24665A103
USAR	USA RARE EARTH INC	250,414 (+199.9%)	$5.404M (+327.6%)	0.6%	—	—	COM	91733P107
MOD	MODINE MFG CO	39,144 (+33.1%)	$10.45M (+64.0%)	1.2%	—	—	COM	607828100
PRIM	PRIMORIS SVCS CORP	93,640 (+151.0%)	$9.282M (+74.0%)	1.1%	—	—	COM	74164F103
NXT	NEXTPOWER INC	43,359 (+226.0%)	$5.166M (+222.2%)	0.6%	—	—	CLASS A COM	65290E101
TDW	TIDEWATER INC NEW	61,850 (+821.8%)	$4.121M (+635.1%)	0.5%	—	—	COM	88642R109
PH	PARKER-HANNIFIN CORP	4,463 (+178.9%)	$4.365M (+204.8%)	0.5%	—	—	COM	701094104
LEU	CENTRUS ENERGY CORP	20,821 (+154.9%)	$3.495M (+146.5%)	0.4%	—	—	CL A	15643U104
CRC	CALIFORNIA RES CORP	218,438 (+15.8%)	$11.55M (-11.6%)	1.3%	—	—	COM STOCK	13057Q305
FLR	FLUOR CORP	132,415 (+12.3%)	$6.937M (+26.1%)	0.8%	—	—	COM	343412102
CARR	CARRIER GLOBAL CORPORATION	60,300 (+9.6%)	$4.423M (+42.8%)	0.5%	—	—	COM	14448C104
TTI	TETRA TECHNOLOGIES INC DEL	159,766 (+3.3%)	$1.81M (+37.4%)	0.2%	—	—	COM	88162F105
OVV	OVINTIV INC	716,400 (+12.6%)	$37.72M (-0.1%)	4.3%	—	—	COM	69047Q102
NPWR	NET POWER INC	109,651 (+6.3%)	$183K (+13.8%)	0.0%	—	—	COM CL A	64107A105
BKV	BKV CORP	41,500 (+5.9%)	$1.135M (+1.6%)	0.1%	—	—	COM	05603J108

Exited Positions (28)

SU SUNCOR ENERGY INC NEW 3.3%

Value $28.73M Shares 434,580 Est. Cost — Unrealized —

PSX PHILLIPS 66 3.1%

Value $27.16M Shares 149,104 Est. Cost — Unrealized —

XEL XCEL ENERGY INC 2.5%

Value $21.96M Shares 276,435 Est. Cost — Unrealized —

PTEN PATTERSON-UTI ENERGY INC 2.1%

Value $18.59M Shares 1,716,893 Est. Cost — Unrealized —

CVX CHEVRON CORPORATION 1.8%

Value $16.01M Shares 77,403 Est. Cost — Unrealized —

HBM HUDBAY MINERALS INC 1.5%

Value $13.47M Shares 644,518 Est. Cost — Unrealized —

RES RPC INC 1.3%

Value $11.3M Shares 1,596,443 Est. Cost — Unrealized —

APA APA CORPORATION 1.1%

Value $9.934M Shares 234,073 Est. Cost — Unrealized —

SRE SEMPRA 1.1%

Value $9.742M Shares 100,255 Est. Cost — Unrealized —

FPS FORGENT POWER SOLUTIONS INC 1.1%

Value $9.445M Shares 322,673 Est. Cost — Unrealized —

EOG EOG RES INC 1.1%

Value $9.339M Shares 64,600 Est. Cost — Unrealized —

GNRC GENERAC HLDGS INC 0.9%

Value $7.95M Shares 40,700 Est. Cost — Unrealized —

WHD CACTUS INC 0.9%

Value $7.851M Shares 165,729 Est. Cost — Unrealized —

AEP AMERICAN ELEC PWR CO INC 0.9%

Value $7.655M Shares 58,400 Est. Cost — Unrealized —

HON HONEYWELL INTL INC 0.8%

Value $7.107M Shares 31,444 Est. Cost — Unrealized —

ACDC PROFRAC HLDG CORP 0.8%

Value $6.846M Shares 1,104,261 Est. Cost — Unrealized —

EXC EXELON CORP 0.7%

Value $6.335M Shares 129,229 Est. Cost — Unrealized —

VST VISTRA CORP 0.6%

Value $5.126M Shares 34,100 Est. Cost — Unrealized —

FLOC FLOWCO HLDGS INC 0.6%

Value $5.067M Shares 245,963 Est. Cost — Unrealized —

HESM HESS MIDSTREAM LP 0.6%

Value $4.948M Shares 127,300 Est. Cost — Unrealized —

NE NOBLE CORP PLC 0.5%

Value $4.463M Shares 90,950 Est. Cost — Unrealized —

FRMI FERMI INC 0.4%

Value $3.368M Shares 576,627 Est. Cost — Unrealized —

LII LENNOX INTL INC 0.3%

Value $3.017M Shares 6,500 Est. Cost — Unrealized —

CAT CATERPILLAR INC 0.3%

Value $2.905M Shares 4,100 Est. Cost — Unrealized —

JCI JOHNSON CONTROLS INTERNATION 0.2%

Value $2.148M Shares 16,400 Est. Cost — Unrealized —

URI UNITED RENTALS INC 0.1%

Value $1.166M Shares 1,600 Est. Cost — Unrealized —

ITRI ITRON INC 0.1%

Value $462K Shares 5,150 Est. Cost — Unrealized —

KBR KBR INC 0.0%

Value $254K Shares 6,900 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SU	SUNCOR ENERGY INC NEW	434,580	$28.73M	3.3%	—	—	—	867224107
PSX	PHILLIPS 66	149,104	$27.16M	3.1%	—	—	—	718546104
XEL	XCEL ENERGY INC	276,435	$21.96M	2.5%	—	—	—	98389B100
PTEN	PATTERSON-UTI ENERGY INC	1,716,893	$18.59M	2.1%	—	—	—	703481101
CVX	CHEVRON CORPORATION	77,403	$16.01M	1.8%	—	—	—	166764100
HBM	HUDBAY MINERALS INC	644,518	$13.47M	1.5%	—	—	—	443628102
RES	RPC INC	1,596,443	$11.3M	1.3%	—	—	—	749660106
APA	APA CORPORATION	234,073	$9.934M	1.1%	—	—	—	03743Q108
SRE	SEMPRA	100,255	$9.742M	1.1%	—	—	—	816851109
FPS	FORGENT POWER SOLUTIONS INC	322,673	$9.445M	1.1%	—	—	—	34631F102
EOG	EOG RES INC	64,600	$9.339M	1.1%	—	—	—	26875P101
GNRC	GENERAC HLDGS INC	40,700	$7.95M	0.9%	—	—	—	368736104
WHD	CACTUS INC	165,729	$7.851M	0.9%	—	—	—	127203107
AEP	AMERICAN ELEC PWR CO INC	58,400	$7.655M	0.9%	—	—	—	025537101
HON	HONEYWELL INTL INC	31,444	$7.107M	0.8%	—	—	—	438516106
ACDC	PROFRAC HLDG CORP	1,104,261	$6.846M	0.8%	—	—	—	74319N100
EXC	EXELON CORP	129,229	$6.335M	0.7%	—	—	—	30161N101
VST	VISTRA CORP	34,100	$5.126M	0.6%	—	—	—	92840M102
FLOC	FLOWCO HLDGS INC	245,963	$5.067M	0.6%	—	—	—	342909108
HESM	HESS MIDSTREAM LP	127,300	$4.948M	0.6%	—	—	—	428103105
NE	NOBLE CORP PLC	90,950	$4.463M	0.5%	—	—	—	G65431127
FRMI	FERMI INC	576,627	$3.368M	0.4%	—	—	—	314911108
LII	LENNOX INTL INC	6,500	$3.017M	0.3%	—	—	—	526107107
CAT	CATERPILLAR INC	4,100	$2.905M	0.3%	—	—	—	149123101
JCI	JOHNSON CONTROLS INTERNATION	16,400	$2.148M	0.2%	—	—	—	G51502105
URI	UNITED RENTALS INC	1,600	$1.166M	0.1%	—	—	—	911363109
ITRI	ITRON INC	5,150	$462K	0.1%	—	—	—	465741106
KBR	KBR INC	6,900	$254K	0.0%	—	—	—	48242W106

Decreased Positions (32)

OKE ONEOK INC NEW 0.4%

Value $3.27M (-91.6%) Shares 37,613 (-91.3%) Est. Cost — Unrealized —

HAL HALLIBURTON CO 0.9%

Value $7.815M (-79.2%) Shares 230,200 (-76.1%) Est. Cost — Unrealized —

KNTK KINETIK HOLDINGS INC 0.2%

Value $1.566M (-94.9%) Shares 32,391 (-94.9%) Est. Cost — Unrealized —

AR ANTERO RESOURCES CORP 3.3%

Value $29M (-45.1%) Shares 825,364 (-33.7%) Est. Cost — Unrealized —

EXE EXPAND ENERGY CORPORATION 2.5%

Value $21.34M (-52.7%) Shares 234,043 (-43.0%) Est. Cost — Unrealized —

LBRT LIBERTY ENERGY INC 0.9%

Value $7.802M (-74.8%) Shares 297,884 (-72.2%) Est. Cost — Unrealized —

CVE CENOVUS ENERGY INC 1.9%

Value $16.73M (-57.3%) Shares 674,191 (-54.3%) Est. Cost — Unrealized —

MGY MAGNOLIA OIL & GAS CORP 0.7%

Value $5.824M (-78.3%) Shares 227,667 (-73.3%) Est. Cost — Unrealized —

CHRD CHORD ENERGY CORPORATION 0.6%

Value $5.606M (-78.0%) Shares 49,048 (-72.7%) Est. Cost — Unrealized —

FCX FREEPORT MCMORAN INC 1.5%

Value $13.02M (-60.3%) Shares 207,100 (-62.9%) Est. Cost — Unrealized —

KMI KINDER MORGAN INC DEL 0.6%

Value $5.195M (-79.1%) Shares 162,485 (-78.0%) Est. Cost — Unrealized —

TRP TC ENERGY CORP 0.7%

Value $6.514M (-66.3%) Shares 98,262 (-68.1%) Est. Cost — Unrealized —

UGI UGI CORP NEW 0.4%

Value $3.151M (-75.5%) Shares 91,226 (-74.1%) Est. Cost — Unrealized —

VG VENTURE GLOBAL INC 0.2%

Value $2.02M (-79.3%) Shares 181,448 (-70.7%) Est. Cost — Unrealized —

GLW CORNING INC 0.2%

Value $2.066M (-78.6%) Shares 8,088 (-88.6%) Est. Cost — Unrealized —

NRG NRG ENERGY INC 1.0%

Value $8.679M (-41.6%) Shares 59,418 (-41.5%) Est. Cost — Unrealized —

BG BUNGE GLOBAL SA 1.5%

Value $12.82M (-26.2%) Shares 120,100 (-12.1%) Est. Cost — Unrealized —

GEV GE VERNOVA INC 0.1%

Value $1.278M (-76.1%) Shares 1,088 (-82.2%) Est. Cost — Unrealized —

SDRL SEADRILL LTD 1.1%

Value $9.87M (-28.1%) Shares 260,971 (-13.5%) Est. Cost — Unrealized —

NVT NVENT ELEC PLC 1.3%

Value $11.21M (+41.4%) Shares 66,088 (-1.4%) Est. Cost — Unrealized —

VRT VERTIV HOLDINGS CO 1.3%

Value $11.38M (+26.9%) Shares 33,987 (-5.0%) Est. Cost — Unrealized —

AESI ATLAS ENERGY SOLUTIONS INC 0.4%

Value $3.843M (-33.8%) Shares 231,347 (-47.7%) Est. Cost — Unrealized —

GLNG GOLAR LNG LTD 0.2%

Value $1.849M (-45.2%) Shares 37,100 (-40.5%) Est. Cost — Unrealized —

TRGP TARGA RES CORP 1.7%

Value $14.59M (-8.2%) Shares 54,424 (-14.2%) Est. Cost — Unrealized —

DY DYCOM INDS INC 0.8%

Value $6.763M (+23.4%) Shares 13,377 (-17.3%) Est. Cost — Unrealized —

PUMP PROPETRO HLDG CORP 1.4%

Value $11.99M (-7.9%) Shares 835,863 (-7.4%) Est. Cost — Unrealized —

SEI SOLARIS ENERGY INFRAS INC 1.0%

Value $8.685M (-6.2%) Shares 107,947 (-34.1%) Est. Cost — Unrealized —

STRL STERLING INFRASTRUCTURE INC 0.1%

Value $751K (-38.5%) Shares 895 (-70.2%) Est. Cost — Unrealized —

SGML SIGMA LITHIUM CORPORATION 0.5%

Value $4.754M (-6.9%) Shares 375,793 (-9.2%) Est. Cost — Unrealized —

MWH SOLV ENERGY INC 0.1%

Value $730K (-31.7%) Shares 21,450 (-39.7%) Est. Cost — Unrealized —

CMI CUMMINS INC 0.2%

Value $2.068M (+16.5%) Shares 2,900 (-12.1%) Est. Cost — Unrealized —

RAL RALLIANT CORP 0.1%

Value $1.208M (-18.3%) Shares 16,400 (-53.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OKE	ONEOK INC NEW	37,613 (-91.3%)	$3.27M (-91.6%)	0.4%	—	—	COM	682680103
HAL	HALLIBURTON CO	230,200 (-76.1%)	$7.815M (-79.2%)	0.9%	—	—	COM	406216101
KNTK	KINETIK HOLDINGS INC	32,391 (-94.9%)	$1.566M (-94.9%)	0.2%	—	—	COM NEW CL A	02215L209
AR	ANTERO RESOURCES CORP	825,364 (-33.7%)	$29M (-45.1%)	3.3%	—	—	COM	03674X106
EXE	EXPAND ENERGY CORPORATION	234,043 (-43.0%)	$21.34M (-52.7%)	2.5%	—	—	COM	165167735
LBRT	LIBERTY ENERGY INC	297,884 (-72.2%)	$7.802M (-74.8%)	0.9%	—	—	COM CL A	53115L104
CVE	CENOVUS ENERGY INC	674,191 (-54.3%)	$16.73M (-57.3%)	1.9%	—	—	COM	15135U109
MGY	MAGNOLIA OIL & GAS CORP	227,667 (-73.3%)	$5.824M (-78.3%)	0.7%	—	—	CL A	559663109
CHRD	CHORD ENERGY CORPORATION	49,048 (-72.7%)	$5.606M (-78.0%)	0.6%	—	—	COM NEW	674215207
FCX	FREEPORT MCMORAN INC	207,100 (-62.9%)	$13.02M (-60.3%)	1.5%	—	—	CL B	35671D857
KMI	KINDER MORGAN INC DEL	162,485 (-78.0%)	$5.195M (-79.1%)	0.6%	—	—	COM	49456B101
TRP	TC ENERGY CORP	98,262 (-68.1%)	$6.514M (-66.3%)	0.7%	—	—	COM	87807B107
UGI	UGI CORP NEW	91,226 (-74.1%)	$3.151M (-75.5%)	0.4%	—	—	COM	902681105
VG	VENTURE GLOBAL INC	181,448 (-70.7%)	$2.02M (-79.3%)	0.2%	—	—	COM CL A	92333F101
GLW	CORNING INC	8,088 (-88.6%)	$2.066M (-78.6%)	0.2%	—	—	COM	219350105
NRG	NRG ENERGY INC	59,418 (-41.5%)	$8.679M (-41.6%)	1.0%	—	—	COM NEW	629377508
BG	BUNGE GLOBAL SA	120,100 (-12.1%)	$12.82M (-26.2%)	1.5%	—	—	COM SHS	H11356104
GEV	GE VERNOVA INC	1,088 (-82.2%)	$1.278M (-76.1%)	0.1%	—	—	COM	36828A101
SDRL	SEADRILL LTD	260,971 (-13.5%)	$9.87M (-28.1%)	1.1%	—	—	COM	G7997W102
NVT	NVENT ELEC PLC	66,088 (-1.4%)	$11.21M (+41.4%)	1.3%	—	—	SHS	G6700G107
VRT	VERTIV HOLDINGS CO	33,987 (-5.0%)	$11.38M (+26.9%)	1.3%	—	—	COM CL A	92537N108
AESI	ATLAS ENERGY SOLUTIONS INC	231,347 (-47.7%)	$3.843M (-33.8%)	0.4%	—	—	COM NEW	642045108
GLNG	GOLAR LNG LTD	37,100 (-40.5%)	$1.849M (-45.2%)	0.2%	—	—	SHS	G9456A100
TRGP	TARGA RES CORP	54,424 (-14.2%)	$14.59M (-8.2%)	1.7%	—	—	COM	87612G101
DY	DYCOM INDS INC	13,377 (-17.3%)	$6.763M (+23.4%)	0.8%	—	—	COM	267475101
PUMP	PROPETRO HLDG CORP	835,863 (-7.4%)	$11.99M (-7.9%)	1.4%	—	—	COM	74347M108
SEI	SOLARIS ENERGY INFRAS INC	107,947 (-34.1%)	$8.685M (-6.2%)	1.0%	—	—	COM CL A	83418M103
STRL	STERLING INFRASTRUCTURE INC	895 (-70.2%)	$751K (-38.5%)	0.1%	—	—	COM	859241101
SGML	SIGMA LITHIUM CORPORATION	375,793 (-9.2%)	$4.754M (-6.9%)	0.5%	—	—	COM	826599102
MWH	SOLV ENERGY INC	21,450 (-39.7%)	$730K (-31.7%)	0.1%	—	—	COM SHS CL A	78475V103
CMI	CUMMINS INC	2,900 (-12.1%)	$2.068M (+16.5%)	0.2%	—	—	COM	231021106
RAL	RALLIANT CORP	16,400 (-53.9%)	$1.208M (-18.3%)	0.1%	—	—	COM	750940108

Unchanged Positions (3)

CLNE CLEAN ENERGY FUELS CORP 0.5%

Value $4.311M Shares 2,103,095 Est. Cost — Unrealized —

EVGO EVGO INC 1.0%

Value $8.3M Shares 4,345,531 Est. Cost — Unrealized —

OPAL OPAL FUELS INC 0.1%

Value $822K Shares 373,849 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CLNE	CLEAN ENERGY FUELS CORP	2,103,095	$4.311M	0.5%	—	—	COM	184499101
EVGO	EVGO INC	4,345,531	$8.3M	1.0%	—	—	CL A COM	30052F100
OPAL	OPAL FUELS INC	373,849	$822K	0.1%	—	—	CLASS A COM	68347P103